Financial Advocates Investment Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Financial Advocates Investment Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Sell	37,980 -17,984	-32%	-$1.53M	0.26%	85
2025 Q1	$5.23M	Sell	55,964 -55,867	-50%	-$5.22M	0.37%	56
2024 Q4	$9.58M	Buy	111,831 +5,489	+5%	+$470K	0.55%	39
2024 Q3	$9.84M	Sell	106,342 -19,518	-16%	-$1.81M	0.56%	38
2024 Q2	$11.5M	Buy	125,860 +34,024	+37%	+$3.1M	0.71%	24
2024 Q1	$8.68M	Sell	91,836 -15,185	-14%	-$1.43M	0.5%	45
2023 Q4	$8.98M	Sell	107,021 -3,289	-3%	-$276K	0.59%	31
2023 Q3	$10.2M	Sell	110,310 -17,104	-13%	-$1.59M	0.74%	23
2023 Q2	$10.3M	Sell	127,414 -26,078	-17%	-$2.12M	0.74%	23
2023 Q1	$12.7M	Sell	153,492 -6,195	-4%	-$513K	0.91%	16
2022 Q4	$14M	Buy	159,687 +34,957	+28%	+$3.06M	1.04%	10
2022 Q3	$8.98M	Sell	124,730 -25,683	-17%	-$1.85M	0.74%	19
2022 Q2	$10.8M	Buy	150,413 +14,103	+10%	+$1.01M	0.87%	17
2022 Q1	$10.4M	Buy	136,310 +12,020	+10%	+$919K	0.69%	26
2021 Q4	$6.9M	Buy	124,290 +15,752	+15%	+$874K	0.43%	42
2021 Q3	$5.65M	Sell	108,538 -1,551	-1%	-$80.8K	0.38%	51
2021 Q2	$5.93M	Buy	110,089 +10,590	+11%	+$570K	0.4%	47
2021 Q1	$4.88M	Buy	99,499 +33,221	+50%	+$1.63M	0.35%	59
2020 Q4	$2.94M	Buy	66,278 +19,134	+41%	+$847K	0.2%	110
2020 Q3	$1.41M	Buy	47,144 +12,266	+35%	+$367K	0.12%	181
2020 Q2	$1.32M	Sell	34,878 -326	-0.9%	-$12.4K	0.13%	189
2020 Q1	$1.02M	Buy	35,204 +4,154	+13%	+$121K	0.15%	173
2019 Q4	$1.87M	Buy	31,050 +2,170	+8%	+$130K	0.2%	124
2019 Q3	$1.71M	Sell	28,880 -2,343	-8%	-$139K	0.2%	124
2019 Q2	$1.99M	Sell	31,223 -3,711	-11%	-$236K	0.23%	114
2019 Q1	$2.31M	Sell	34,934 -4,481	-11%	-$296K	0.29%	96
2018 Q4	$2.26M	Sell	39,415 -10,265	-21%	-$589K	0.31%	93
2018 Q3	$3.76M	Buy	49,680 +3,330	+7%	+$252K	0.42%	58
2018 Q2	$3.47M	Buy	46,350 +11,108	+32%	+$832K	0.42%	62
2018 Q1	$2.38M	Buy	35,242 +2,183	+7%	+$147K	0.31%	81
2017 Q4	$2.39M	Buy	+33,059	New	+$2.39M	0.33%	74